Balaraman Jayaraman

Commander
DISC Type : D

Co-Founder, President & CEO at Congruent Solutions,.

Cupertino, California, United States

Overview

Balaraman Jayaraman is the Co-Founder, President, and CEO of Congruent Solutions, a company he has steered since 1999, establishing it as a pioneer in retirement technology. He is focused on digital transformation in the US retirement plan industry with cloud-based SaaS solutions. He holds an MBA from IIM Calcutta and a BE from Delhi College of Engineering.

He is actively involved with his community as a member of NASSCOMs Regional Council and the President of the IIM Calcutta Alumni Associations Chennai Chapter. He also serves on the Board of Trustees for the Relief Foundation, an NGO dedicated to educating underprivileged children, and is a visiting faculty member at IIT, Madras.

He has dedicated over two decades to transforming the niche retirement technology and administration services industry.

Personality Overview

Very Quick

Impact-Driven

Risk-Taker

They do not care very much about building rapport or relationships.  They are less concerned about the product and more about its potential impact. They put a lot of effort into ensuring personal success.

Topics They Care About

Retirement Plan Tech
He has focused on servicing the retirement plan provider industry for over two decades with technology solutions for recordkeeping and plan administration.
Disruptive SaaS
His work centers on using a suite of cloud-based SaaS solutions (CORE) to disrupt the retirement provider industry and create better business value.
AI in Tech
He recently spoke at his alma mater about the significant disruption AI is causing in the technology and outsourcing industries.

Media Appearances

Balaraman has no verified media appearances

Work History

Co-Founder, President & CEO at Congruent Solutions,.

Education

1982 - 1984
MBA from Indian Institute of Management, Calcutta
1977 - 1982
BE from Delhi College of Engineering

More Information

Social Presence :

Prographics :

Exp : N/A Location : Cupertino, California, United States Job Level : Leadership Designation : Co-Founder, President & CEO at Congruent Solutions,.
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Insights For Selling To Balaraman

During A Call Or A Meeting

DO's

  • Make sure that you circle back fast on any action items, it wins their trust
  • When negotiating terms, help them build an impression that they are the ones calling the shots
  • Help them weigh the risks by sharing objective proof points without becoming too analytical

DONT's

  • Don’t take too much time in sending them information if they ask for any
  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Don’t be in a rush to invite them for a social meet and greet

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Balaraman is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Balaraman

  • If they are not convinced, they will have no hesitation in telling you the same.

Insights For Deal Planning

    How fast (or slow) will Balaraman move?

  • If convinced, they can reach decisions quite fast.
  • Can Balaraman take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Balaraman

Personality Compatibility


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